Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LTD | 05-20-2024 | 12-31-2023 | 275 | 811,365,789 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P 500 DV ARIST | 451 | $384,290 | 3,789 | 0.00 | 0.00 | -381 | -9.14 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 452 | $379,132 | 3,524 | 0.00 | 0.00 | 1,359 | 62.77 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 453 | $375,110 | 6,917 | 0.00 | 0.00 | -974 | -12.34 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 454 | $369,658 | 5,132 | 0.00 | 0.00 | -2,206 | -30.06 | 12-31-2023 |
